50-70% responsible for scheduling appointments (in-person/virtual) for our sales teams
Proactive scheduling calls to existing clients and prospects
18-25 appointment goal per week
Schedule appointments based on travel routes and focus lists
15-20% responsible for supporting designated sales teams with expense reports
Review and submit expense reports to Finance
Process check requests for meeting reimbursement and charitable contributions
5-10% other tasks: Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings
Update meeting notes capture and update in the CRM (Salesforce)

Bachelor's Degree Preferred
No Experience Required; 2+ Years Preferred
Excellent communication skills, both written and verbal
SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months of joining
Financial Services experience is preferred

Distribution Analyst

Key skills